Meanwhile:
The gold miners’ ETF has just reached record levels in assets under management — a strong signal of renewed interest in the sector.
For those wondering where we are in the mining cycle:
Even though precious metals mining stocks have performed well over the past year, their performance relative to gold suggests we could still be early in the move.
The gold miners-to-gold ratio is still nearly 60% below its 2011 highs.
I wouldn’t be surprised to see those levels re-tested — and probably go well beyond them as this cycle plays out.
This is just my perspective, but for mining investors, I believe this setup is extremely compelling.
The Wall Street Journal noted that the yield spread between the 2-year Treasury note and 30-year Treasury bond has steepened to the widest point in several years.
The last two times this yield curve cycled from inversion to a spread of +1.25%, it coincided with the two most wicked bear markets in generations.
Since the inception of the curve, those were the only two signals that preceded negative returns.
🔗Read @jasongoepfert's Sep 2 article "A curve ball from the yield curve" - full report available: https://t.co/kXP2nb3iVN
We are excited to share that iShares has recently surpassed $5 trillion in assets under management globally*, reflecting the growing adoption of ETFs. 🎉
*BlackRock Global Business Intelligence as of August 31, 2025
I’m thrilled to share that I’m joining Coinbase as Chief Marketing Officer! I’ve long been a fan of @Coinbase as a product and as a disruptive brand willing to fight for economic freedom around the world.
I can’t wait to roll up my sleeves with @brian_armstrong, @emiliemc, and the rest of the team, at a time when the very definition of finance is changing and crypto is finally becoming more accessible and open. Let’s do this 🚀
Some call it a PFP. We call it a legacy.
With real-world utility, ongoing rewards, and an unmatched community – this is more than art. This is family. 👇
🚨 Stocks are at their priciest ever compared to raw materials.
The S&P 500 vs. commodities index ratio just smashed records.
In the past, moves like this have often signaled a rotation.
(a thread)
In the global bond market, the challenge isn’t scarcity, it’s selection. That’s where active bond ETFs like BINC come in. They’re designed to navigate complexity with agility, tapping into opportunities across geographies, rate regimes, and currencies.
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"The first money I got was from a commercial bank in London. That's how I started Landmark. I needed the £50k loan in 1997."
— Paul Onwuanibe, CEO Landmark Group.
People we have been here before - in the dot com boom every corporation tried to make their own internet, their own operating system, their own web server, their own database, all failed.
You will see all big fintech companies try and launch their own blockchains, they will all fail because they don’t understand the network effect and democratized iterative power of crowdsourced software development.
Public open source software always wins and corporate rent seeking will lose again.
We are moving to a decentralized world because we have the technology, the bandwidth and the compute power to make it a reality.
Those that know and those that still fight back.
Never bet against open source technology and public networks. Watch as each of these silos spend billions to try recreate the networks for their own profit and fail.
They want to own you. Well we don’t want to be owned and we have alternatives now. Public financial networks that we can globally all invest in.
Imagine Linux had a token.